ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $825,301 | -11.0% | 12,062 | -8.3% | 0.10% | -7.2% |
| Q2 2023 | $926,907 | +6.7% | 13,151 | -3.3% | 0.11% | -1.8% |
| Q1 2023 | $868,543 | +3.9% | 13,594 | -4.8% | 0.11% | -2.6% |
| Q4 2022 | $835,731 | +3.3% | 14,286 | +2.1% | 0.12% | -7.2% |
| Q3 2022 | $809,000 | -7.9% | 13,990 | -3.8% | 0.12% | -6.0% |
| Q2 2022 | $878,000 | -23.5% | 14,543 | -3.1% | 0.13% | -12.5% |
| Q1 2022 | $1,147,000 | -15.7% | 15,016 | -7.6% | 0.15% | -8.4% |
| Q4 2021 | $1,360,000 | +12.0% | 16,250 | -1.1% | 0.17% | +1.8% |
| Q3 2021 | $1,214,000 | +1.4% | 16,429 | -0.2% | 0.16% | +0.6% |
| Q2 2021 | $1,197,000 | +10.8% | 16,457 | -0.8% | 0.16% | +3.2% |
| Q1 2021 | $1,080,000 | -2.8% | 16,582 | -4.8% | 0.16% | -14.2% |
| Q4 2020 | $1,111,000 | +12.3% | 17,413 | +306.8% | 0.18% | -8.0% |
| Q3 2020 | $989,000 | +11.4% | 4,281 | 0.0% | 0.20% | +4.7% |
| Q2 2020 | $888,000 | +23.8% | 4,281 | -1.4% | 0.19% | +10.5% |
| Q1 2020 | $717,000 | -14.7% | 4,341 | 0.0% | 0.17% | +7.5% |
| Q4 2019 | $841,000 | +1.3% | 4,341 | -5.8% | 0.16% | -5.3% |
| Q3 2019 | $830,000 | +7.1% | 4,609 | +6.6% | 0.17% | +7.0% |
| Q2 2019 | $775,000 | +3.6% | 4,322 | -0.4% | 0.16% | -1.9% |
| Q1 2019 | $748,000 | +7.8% | 4,339 | -5.8% | 0.16% | +2.5% |
| Q4 2018 | $694,000 | +2378.6% | 4,607 | +2779.4% | 0.16% | +1107.7% |
| Q3 2018 | $28,000 | -97.0% | 160 | -97.2% | 0.01% | -93.4% |
| Q2 2018 | $929,000 | +2.9% | 5,711 | -1.9% | 0.20% | +1.6% |
| Q1 2018 | $903,000 | -3.5% | 5,824 | -5.0% | 0.19% | -2.0% |
| Q4 2017 | $936,000 | +3.8% | 6,130 | -2.5% | 0.20% | -2.0% |
| Q3 2017 | $902,000 | -1.0% | 6,290 | -5.5% | 0.20% | -2.9% |
| Q2 2017 | $911,000 | +2.4% | 6,657 | -1.7% | 0.21% | -1.4% |
| Q1 2017 | $890,000 | +5.5% | 6,770 | -2.3% | 0.21% | +2.4% |
| Q4 2016 | $844,000 | +411.5% | 6,928 | +411.3% | 0.20% | +754.2% |
| Q3 2016 | $165,000 | -80.0% | 1,355 | -80.9% | 0.02% | -89.6% |
| Q2 2016 | $827,000 | -3.7% | 7,094 | -4.3% | 0.23% | -25.2% |
| Q1 2016 | $859,000 | -2.7% | 7,409 | -2.9% | 0.31% | -8.6% |
| Q4 2015 | $883,000 | +7.4% | 7,627 | 0.0% | 0.34% | -3.4% |
| Q3 2015 | $822,000 | -7.4% | 7,627 | -2.2% | 0.35% | +3.9% |
| Q2 2015 | $888,000 | -4.6% | 7,801 | -4.5% | 0.34% | -5.9% |
| Q1 2015 | $931,000 | +3.7% | 8,171 | +1.6% | 0.36% | -1.1% |
| Q4 2014 | $898,000 | +9.4% | 8,046 | +4.7% | 0.36% | -2.7% |
| Q3 2014 | $821,000 | +0.2% | 7,688 | -1.3% | 0.37% | -6.3% |
| Q2 2014 | $819,000 | +5.3% | 7,789 | 0.0% | 0.40% | -3.2% |
| Q1 2014 | $778,000 | +0.5% | 7,789 | -0.6% | 0.41% | -3.3% |
| Q4 2013 | $774,000 | +10.6% | 7,835 | 0.0% | 0.42% | -2.8% |
| Q3 2013 | $700,000 | +6.4% | 7,835 | 0.0% | 0.44% | -3.5% |
| Q2 2013 | $658,000 | – | 7,835 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |